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Thriving on change This Buyer’s Guide explores criteria to consider as you create a
Over 65 percent of CEOs expect their business models to sustain Request for Proposal (RFP) for an application lifecycle manage-
greater volatility, deeper and faster business cycles, more uncer- ment (ALM) solution. It discusses key capabilities of an optimal
tainty, and less predictability in the year ahead.1 solution and provides checklists you can use when evaluating
vendors and their products.
Sustained business volatility is not only impacting how organiza-
tions conduct business, but also how they develop and deliver Establishing your strategic priorities
business-critical software. To survive and thrive in a fast-paced How you might describe your overall objectives to vendors:
business environment, software professionals are:
● We want to deliver more innovative software that helps our
● Focusing on innovation. Where competition is fierce, soft- company compete in the marketplace.
ware is often a key differentiator. Software professionals are ● We want to deliver quality software on time and on
increasingly focused on delivering capabilities that drive busi- budget with greater predictability.
ness innovation and results. ● We want to extend our collaboration with customers, busi-
● Seeking more productive methods and processes. ness partners, operations teams and other key stakeholders to
Agile development is the norm, used by 65 percent of global reduce rework.
developers.2 ● We want to support flexible teaming models, from tradi-
● Driving down cost throughout the software supply chain. tional co-located teams to distributed, offshore, outsourced
The mantra to “do more with less” is impacting every and “multisourced” staffing models so we can staff projects
facet of how software is designed, developed, deployed and with the right experts.
maintained. ● We want to strengthen our adoption of agile practices in
order to show working software to our stakeholders earlier.
Assemble your ideal ALM solution ● We want to avoid vendor and technology lock-in by choos-
Application lifecycle management (ALM) coordinates the life- ing solutions based on interoperable and standards-based
cycle activities of software development, including architecture architectures that allow us to grow our solution instead of
management, requirements management, change and software replacing it.
configuration management, build and deploy management, and
quality management. Successful ALM empowers organizations
to get fast answers to questions like these:
“ At some point, you take a step back, and you
● How are our teams in India and the United States progressing realize you have an awful lot of siloed sys-
against plan?
● What requirements and defect fixes are in this release?
tems that are limiting transparency across
● Are we as an organization getting better at managing require- strategic projects.”
ments scope?
● What has changed that I need to test now? —Tony Coleman, Development Director, Temenos
IBM Software 3
Temenos: Meeting the challenge of rapid visibility into the status of each step in a design project, enabling
growth team leaders to put in place more-effective workflow controls
Temenos Group AG (Temenos, www.temenos.com) is a leading and to better regulate development team workloads.
provider of integrated, modular core banking systems.
Headquartered in Geneva, Switzerland, the banking group has To better support its help desk operations, Temenos also
more than 3,500 employees in 56 offices worldwide. deployed IBM Rational ClearQuest® software to serve as an
external customer portal for support staff, capturing support
Temenos had been growing rapidly for some time, both organi- ticket information. Temenos is also using IBM Rational
cally and through acquisitions. With 43 newly signed clients and AppScan® software to proactively detect and fix web application
50 new go-lives in 2009, Temenos realized that it needed to security vulnerabilities.
replace a host of homegrown development systems for defect
Gaining unprecedented project visibility
tracking, requirements management and source control.
With over 400 developers and 350 technical support staff,
Integrating real-time task management Temenos now has an integrated solution to reconcile project
Temenos chose the IBM solution not only because it could best management activities across the development organization.
meet key needs, but also because of the innovation shown with The solution gives Temenos reliable, real-time visibility into
the IBM® Rational® Jazz™ platform. The Rational Team development status, plans and teams. “Developers can fire
Concert™ software—which enabled Temenos to move up the solution, and every tool they need is right there,” says
15 systems onto a single platform—offers developers real-time Development Director Tony Coleman, adding that ease of use
has also improved documentation. Moreover, the greater trans-
parency helps improve productivity and supports more informed
decision making.
Business need:
Consolidate multiple development platforms to support effi-
cient growth
Solution:
A single, integrated development platform for managing prod-
uct development tasks
Benefits:
● Supports worldwide team collaboration from a single
platform
● Enables real-time visibility of development status, plans and
teams
● Integrates change and configuration management with build
processes
4 Choose an ALM solution that meets your strategic requirements
Collaborate across silos How you might describe your team collaboration objectives
Today’s software teams are more distributed than ever before, as to vendors:
two-thirds of organizations have teams that work in multiple
locations. ● We want to align business priorities and IT project deliv-
erables to deliver greater business value faster.
Distributed teams give organizations the flexibility to: ● We want to enable distributed teams to work in real-time
so we can leverage technical talent no matter where it is
● Leverage technical and business talent wherever it is located. located.
● Fast-track projects by quickly onboarding additional resources. ● We want to integrate discussions and chat in our project
● Include the right stakeholders in business-critical decisions. history so that our software delivery environment provides the
“whole truth” on project decisions.
But with these benefits come challenges. Most development ● We want to improve team transparency so that all team
organizations rely on a fragmented set of development tools members know the “who, what, where and why” of team
from multiple vendors. For example, they may have one vendor activities.
for gathering and managing requirements, another vendor for ● We want to improve the productivity of skilled
visual modeling, and another for managing change. These practitioners—including analysts, developers, quality
“islands of information” multiply when teams are distributed professionals, project managers, and other roles, so we
both functionally and geographically. can deliver more with less.
Unify teams across multiple locations, A real-time, globally transparent development environment with built-in team and process awareness:
roles, functional organizations, languages ✓ See who is online.
and cultures. ✓ See who is working on what.
✓ Understand the “who, what, when, and why” of individual and team activities.
✓ Chat and share documents in the context of the work you are doing.
✓ Access team chats, discussion groups and dashboards.
✓ View, review, and comment on team artifacts.
✓ Automatically coordinate workflow.
Easy access to community artifacts ✓ Easily access community artifacts from Lotus® Quickr® and Microsoft® Sharepoint.
already stored in corporate document ✓ Integrate with Lotus Connections® communities to improve project transparency and enterprise
and community collaboration collaboration.
environments.
Empower analysts or product owners to ✓ Leverage multiple options for expressing requirements, including storyboards, process diagrams, wire-
elaborate requirements using visual and frame mockups, and use cases.
textual techniques that can be easily ✓ Analyze, organize and manage requirements and their changes using collections, shared filters, tags,
traced to other life-cycle assets. attributes and advanced searches.
✓ Comprehensive requirements management environment.
Manage complexity when designing solu- ✓ Design, analyze, validate, and maintain software architectures for industry-specific solutions.
tions to meet business requirements ✓ Simplify and accelerate high-quality application development using integrated code generation,
under specific operating conditions, validation, profiling, and deployment.
enabling architects and developers to ✓ Use agile sketching and deployment planning to verify solution direction and enhance cross-team
react quickly to business needs. communication.
Improve the productivity of developers ✓ Fully featured source control, supports parallel development, integrated stream management,
and team leads with integrated project component-level baselines and server-based sandboxes.
planning, source control, change man- ✓ Distributed SCM-change set delivery across repositories.
agement and build automation in a highly ✓ Provides both traditional Gantt chart plans and agile plans, both include bottoms-up estimating for
collaborative team environment. work items.
✓ Manage changes to epics, user stories, defects, tasks, retrospectives and risks.
✓ Supports continuous integration with build automation.
Empower QA managers, test managers, ✓ Provide a single, shared hub for quality planning, execution, measurement, reporting and defect
testers and other quality professionals resolution.
with an integrated, life-cycle approach to ✓ Enable dynamic test plan creation to facilitate the involvement of all stakeholders.
managing software quality. ✓ Enable test case prioritization for maximum productivity.
✓ Provide customizable, role-driven test planning, creation, execution and reporting.
✓ Leverage workflow control, tracking, and end-to-end traceability.
✓ Streamline manual testing with data assist and asset reuse via keywords.
✓ Manage test environment schedule and reservations.
✓ Automate test environment build-up, tear down and verification of development deployments.
✓ Integrate with test automation, functional, performance, web services, and application security tools.
6 Choose an ALM solution that meets your strategic requirements
Improve team agility How you might describe your process management objectives to
Surveys show that agile development methodology is being used vendors:
by 64 percent of developers worldwide.1 Agile is now main-
stream, and even organizations that use waterfall development ● We want to support a portfolio of development processes
processes recognize the wisdom of more frequent iterations, to suit a variety of teams and projects.
greater transparency, and continuous customer involvement. ● We want to incorporate agile principals into our existing
process.
Yet larger teams face unique challenges as they seek to adopt ● We want an easy-to-follow process that is not overwhelm-
agile practices. The face-to-face conversations recommended by ing to users.
agile proponents are not a possibility for large, distributed teams. ● We want to automate our process so that it drives consistent
Iteration plans of 2 - 4 weeks become more difficult to orches- individual and team behaviors.
trate. And complex code deliveries are far more prone to difficult ● We want to give team leaders the freedom to modify their
and time-consuming integrations and project downtime. process to suit team and project needs.
● We want to transition from a “rigid rule” mentality to
Key criteria to consider more creative collaboration.
The right ALM environment can help your teams enforce
the right process for your team, whether it’s agile, formal/
traditional, or something in between. You should look for:
“ Rational Team Concert has enabled much
● Planning linked directly to execution: Instead of making more effective Agile development in our dis-
planning and execution separate processes that are forever out tributed development environment. We’re
of sync, your ALM solution should drive plans directly into
project execution. Once tasks, owners and hand-offs are identi-
better able to set expectations, we’re meeting
fied in a project iteration plan, the solution should automate our quality goals, and we’re consistently
the flow of team activities across the extended team. delivering on time.”
● A flexible process framework enables teams to experiment
and gradually modify their process over time to suit their
—Alain Bergeron, VP of Consulting Services, CGI Group, Inc.
needs.
● A phased-in approach to process enforcement helps teams
balance creativity and rigor. Ideally, teams can enjoy light-
weight process enforcement early in the software life cycle,
encouraging early stage experimentation. Closer to release,
rules should be enforced with greater rigor to protect the
integrity of the release.
IBM Software 7
Support the core principles of Built-in support for the key principals of agile development teams, including:
agile teams. ✓ Self organization
✓ Just-in-time code reviews
✓ Automated iteration planning
✓ End-to-end asset traceability
✓ Integrated change management
The ability to enforce process rules at key ✓ Specify rules at any checkpoint, such as when delivering changes.
checkpoints to align with team or organi- ✓ Configure a range of actions and exceptions by managing:
zation standards. ✓ Artifact types and their states.
✓ Role-specific preconditions and follow-up actions on operations manipulating artifacts.
✓ Artifact change events.
✓ Role-specific permissions.
Support team members without forcing ✓ Access team information using a standard web browser.
them to change their preferred IDE or ✓ Support any Eclipse-based client or tool.
client software. ✓ Support .NET clients.
✓ Supported on Windows®, Apple OS, UNIX®, Linux, Power® and IBM System z® operating
environments.
✓ Easily organize and find assets based on asset relationships that make sense to you.
Anticipate common process errors and ✓ Specify “quick fixes” to simplify corrective actions.
automate corrective action.
Empower teams to get started right away, ✓ Process rules can be defined and refined “on the fly,” enabling continuous improvements.
and adapt their process over time.
Make our process actionable and ✓ Project managers define the tasks, roles and hands-offs in an iteration, then instantly apply that itera-
easy to follow by instantiating it in our tion to individual and team workflows.
iteration plans.
8 Choose an ALM solution that meets your strategic requirements
Life-cycle traceability How you might describe your visibility objectives to vendors:
End-to-end life-cycle traceability is a perquisite for meaningful
insight into project status, issues and risks. For example, the ● We need to easily link and fully trace artifacts, such as
question, “Are we ready to release?” requires knowledge that can requirements, code, test assets and builds, throughout the soft-
only be gathered by correlating requirements, code, build, and ware life cycle.
test information—data that potentially resides in four different ● We need to understand and control sources of risk to
repositories. The ideal environment will allow teams to easily deliver more predictable cost, timing and quality.
link related assets and maintain those linkages as assets evolve. ● We need to reduce the time devoted to tracking and
reporting project status.
● We need to accurately track labor costs of in-house or
external resources.
● We need to keep customers and business partners better
informed of project progress.
Figure 1: Customizable dashboards should provide macro level summaries of project status with available drill down into micro details.
IBM Software 9
Facilitate real-time interaction with key ✓ Enable any stakeholder to participate in team discussion groups, submit enhancement requests,
stakeholders, including customers and review, refine and clarify requirements, and quickly communicate that to the entire team.
business partners, on business priorities. ✓ Capture, analyze, review and approve requirements from anywhere in the world.
✓ Keep stakeholders informed of the right level of detail.
✓ Custom dashboards and reporting.
✓ Configurable RSS feeds.
✓ Notifications.
✓ Email integration into discussion threads.
✓ Integrated time tracking.
Trace requirements to development ✓ Rank business requirements to avoid ambiguity in development plans.
assets using end-to-end asset and work- ✓ Detail and trace the relationships between requirements, designs, development tasks, and test plans.
flow linking. ✓ Capture history and versioning as assets change, and compare differences to maintain full traceability.
✓ Leverage rich hovers to quickly access details of related requirements, work items, and tests.
✓ Automatically generate test cases based on requirements, and associate requirements to a new
test case.
Support querying and reporting to review ✓ Supports predefined, custom, and personal queries.
risks and assess completeness. ✓ Display your choice of reports and queries in your own dashboard.
Understand at a glance how well we are ✓ Dashboards that summarize project status from all ALM tooling that work:
progressing against targets by providing ✓ Across repositories.
macro level summaries of project status ✓ Across projects.
with available drill down into micro details. ✓ Across organization.
✓ Accurate and up-to-date status leveraging actual completion of deliverables.
Achieve project quality objectives by ✓ Optimize test coverage with risk-based testing that uses risk ranking and assessment tied to business
understanding and controlling sources objectives.
of risk. ✓ Prevent duplicate defects and those which block test case execution.
✓ Use risk-based testing to identify test case scenarios with highest risk to the business.
✓ Dynamically prioritize and filter risk by role.
Publish and share data regardless of ✓ Open dashboard collaboration with support for industry-standard OpenSocial Gadgets, i-widget gadg-
tooling. ets, and mash-ups.
✓ Reports can be exported to: .pdf, .xls, .doc, .ppt formats.
✓ Create custom dashboards for individual users, projects, and teams to focus on the right level of data.
✓ Support predefined, custom, and personal queries.
✓ Display your choice of reports and queries in your own dashboard.
✓ Support management decision-making with status relative to organizational objectives.
✓ Leverage dozens of out-of-the-box, customizable Cognos® analytic and management reports.
10 Choose an ALM solution that meets your strategic requirements
Flexible configuration options for co- ✓ Your choice of a single shared repository or multiple repositories to store life-cycle data.
located and distributed teams.
Enable interoperability with homegrown, ✓ Interoperation with popular third-party solutions, including Subversion, HP Quality Center, Perforce, Jira,
third-party and open-source tools, so that Endevor and MS Project.
I can assemble my preferred environment ✓ Driving industry leadership in tool and resource interoperability based on open Internet standards and
using multiple tools and resources. architecture.
Flexible token licensing arrangements ✓ Term license utilizes a shareable token which can be used with multiple products.
that let me pay only for what I need. ✓ Purchase only as much or as little capability as you need over a fixed term, usually one year.
Flexible-yet-secure cloud delivery models, ✓ Gain immediate access to the benefits of an integrated ALM environment.
including both private and public cloud ✓ Reduce capital and licensing expenses.
deployment options. ✓ Decrease operating and labor costs.
Leverage my existing IBM Rational invest- ✓ Interoperate with your existing Rational solutions through integrations that enable rich participation in
ments in architecture management, Jazz-based development and delivery processes.
change and release management, and
quality management solutions.
Extend my software delivery solution with ✓ Leverage a rich partner ecosystem with hundreds of sales, service and product partners worldwide.
products and services on a global basis.
12 Choose an ALM solution that meets your strategic requirements
Building your open and extensible ALM Collectively, these capabilities can empower your
solution organization to:
When it comes to ALM solutions, one size does not fit all.
That’s why IBM provides a comprehensive set of ALM capabili- ● Meet the domain-specific needs of skilled practitioners, while
ties you can mix and match to meet specific team needs. Rational enabling a real-time flow of information and ideas.
ALM capabilities have been designed to fit the way you already ● Improve collaboration across teams and geographies through
work and extend the software infrastructure investments you consistent access to team process, workflow and artifacts.
have already made. And it’s the only solution that will allow you ● Help meet compliance requirements through asset traceability
to gain end-to-end visibility across heterogeneous platforms, and approval workflows.
including distributed systems, System z and Power systems™. ● Enable continuous and measurable capability improvement by
combining fact-based reporting and metrics with best
practices.
● Automate and enforce any software and systems delivery
Rational ALM capabilities include: process, with extensive support for agile practices.
● Reduce the total cost of ownership through enterprise-ready
Requirements management deployment, security and administration.
● IBM Rational Requirements Composer, IBM Rational ● Enable seamless development both for and on distributed,
RequisitePro®, and IBM Rational DOORS® System z, Power, open, Cloud and mobile operating systems
and environments.
Architecture management
Turnkey ALM: The Rational Solution for Collaborative
● IBM Rational Application Developer, IBM Rational Software Lifecycle Management
Architect, and IBM Rational Rhapsody® For organizations seeking a turnkey ALM solution for project
teams—featuring the latest technology based on the Jazz
Change and software configuration management platform—we offer the IBM Rational solution for Collaborative
● IBM Rational Team Concert™ ,IBM Rational ClearQuest, Lifecycle Management. The Rational CLM solution combines
IBM Rational ClearCase®, IBM Rational Change and IBM Rational Requirements Composer software, IBM Rational
IBM Rational Synergy Team Concert software, and IBM Rational Quality Manager
software in one easy-to-install and easy-to-use solution that can
Build and deploy management be optimized for agile or traditional teams. It’s the ideal way to
get started with a full-featured ALM solution designed to
● Rational Team Concert, IBM Rational Build Forge®
support high-performance teams of any size or scale.
Quality management
● IBM Rational Quality Manager, IBM Rational Performance
Tester, IBM Rational Functional Tester and IBM Rational
Tester for SOA Quality, IBM Rational AppScan® software
family
IBM Software 13
Requirements
Management
As an IBM customer, you can access a rich array of support also available, ranging from high level business consulting serv-
offerings, including web-based self-help forums monitored by ices to tool-specific implementation and QuickStart services to
developers and support engineers, telephone support and an help you get up and running quickly.
Accelerated Value Program. A variety of professional services is
In 2010, IBM earned a strong positive, the highest possible rat-
ing given, in the Gartner biannual ALM MarketScope report.3
14 Choose an ALM solution that meets your strategic requirements
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Corporation in the United States, other countries, or both. If these and other
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information with a trademark symbol (® or ™), these symbols indicate U.S.
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